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Leo Wealth, LLC

SEC CIK
0001912202
Latest filing
May 5, 2026

GLDM holding history

World Gold Trust in every 13F filed by Leo Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLDM overviewAll 13F holders of GLDMFull Q1 2026 holdings

Shares (Q1 2026)
31,816
Value
$2.95M
% of portfolio
0.2%
Quarters held
10
Since Q4 2023
Holdings of GLDM by Leo Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202631,816$2.95M0.2%−565−1.7%ReducedHolders
Q4 202532,381$2.76M0.2%+3,968+14.0%AddedHolders
Q3 202528,413$2.17M0.3%−2,432−7.9%ReducedHolders
Q2 202530,845$2.02M0.2%+1,937+6.7%AddedHolders
Q1 202528,908$1.79M0.3%−5,812−16.7%ReducedHolders
Q4 202434,720$1.81M0.2%+3,651+11.8%AddedHolders
Q3 202431,069$1.62M0.1%+1,406+4.7%AddedHolders
Q2 202429,663$1.37M0.1%+255+0.9%AddedHolders
Q1 202429,408$1.30M0.1%+1,422+5.1%AddedHolders
Q4 202327,986$1.15M0.1%–No prior filingHolders